RIM

Rampart Investment Management Portfolio holdings

AUM $158M
1-Year Est. Return 27.88%
This Quarter Est. Return
1 Year Est. Return
+27.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$296M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.07M
3
+$767K
4
AAPL icon
Apple
AAPL
+$427K
5
XOM icon
Exxon Mobil
XOM
+$338K

Top Sells

1
+$3.45M
2
+$812K
3
+$709K
4
AABA
Altaba Inc
AABA
+$564K
5
AMZN icon
Amazon
AMZN
+$289K

Sector Composition

1 Technology 16.03%
2 Financials 15.32%
3 Healthcare 14.6%
4 Communication Services 9.74%
5 Industrials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.9M 3.68%
282,592
+11,080
2
$10.4M 3.51%
226,963
-75,273
3
$7.81M 2.64%
104,820
+4,536
4
$5.48M 1.85%
32,051
+1,591
5
$4.79M 1.62%
36,882
+1,900
6
$4.69M 1.59%
97,560
-6,020
7
$4.3M 1.45%
52,475
+4,122
8
$4.28M 1.45%
23,364
+1,429
9
$4.17M 1.41%
43,688
+3,319
10
$3.94M 1.33%
80,840
+3,280
11
$3.89M 1.31%
81,040
+3,840
12
$3.27M 1.11%
110,471
+6,430
13
$3.1M 1.05%
122,393
+9,455
14
$3.06M 1.03%
55,485
+4,927
15
$2.92M 0.99%
86,121
+5,454
16
$2.88M 0.97%
31,608
-1,789
17
$2.75M 0.93%
23,433
+1,598
18
$2.69M 0.91%
54,407
+2,982
19
$2.63M 0.89%
25,031
+994
20
$2.6M 0.88%
22,422
-305
21
$2.58M 0.87%
13,192
+828
22
$2.46M 0.83%
33,848
+2,882
23
$2.44M 0.82%
63,991
+2,777
24
$2.41M 0.81%
14,715
-1,020
25
$2.4M 0.81%
39,265
+2,016
1
2 3 4 5